Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $48,314-80.6% | $67,561-86.1% | $80,925-88.4% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.7%-3.0pp |
| Annual return | 25.48% | 18.28%+7.2pp | 3525.44%-3500.0pp | 35.65%-10.2pp |
| Employer contribution / active EE | $794 | $2,022-60.7% | $2,735-71.0% | $2,756-71.2% |
| Participant deferral / active EE | $760 | $2,927-74.0% | $4,003-81.0% | $4,299-82.3% |
| Admin fee / account holder | $390 | $3,690-89.4% | $4,006-90.3% | $6,940-94.4% |